salesforce-data-customcode 0.1.4__tar.gz → 0.1.6__tar.gz

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (38) hide show
  1. salesforce_data_customcode-0.1.6/PKG-INFO +261 -0
  2. salesforce_data_customcode-0.1.6/README.md +237 -0
  3. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/pyproject.toml +1 -1
  4. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/cli.py +21 -2
  5. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/deploy.py +68 -15
  6. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/scan.py +134 -0
  7. salesforce_data_customcode-0.1.6/src/datacustomcode/templates/account.ipynb +86 -0
  8. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/templates/jupyterlab.sh +2 -2
  9. salesforce_data_customcode-0.1.4/PKG-INFO +0 -159
  10. salesforce_data_customcode-0.1.4/README.md +0 -135
  11. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/LICENSE.txt +0 -0
  12. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/__init__.py +0 -0
  13. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/client.py +0 -0
  14. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/cmd.py +0 -0
  15. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/config.py +0 -0
  16. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/config.yaml +0 -0
  17. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/credentials.py +0 -0
  18. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/io/__init__.py +0 -0
  19. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/io/base.py +0 -0
  20. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/io/reader/__init__.py +0 -0
  21. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/io/reader/base.py +0 -0
  22. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/io/reader/query_api.py +0 -0
  23. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/io/writer/__init__.py +0 -0
  24. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/io/writer/base.py +0 -0
  25. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/io/writer/csv.py +0 -0
  26. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/io/writer/print.py +0 -0
  27. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/mixin.py +0 -0
  28. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/py.typed +0 -0
  29. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/run.py +0 -0
  30. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/template.py +0 -0
  31. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/templates/.devcontainer/devcontainer.json +0 -0
  32. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/templates/Dockerfile +0 -0
  33. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/templates/README.md +0 -0
  34. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/templates/payload/config.json +0 -0
  35. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/templates/payload/entrypoint.py +0 -0
  36. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/templates/requirements-dev.txt +0 -0
  37. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/templates/requirements.txt +0 -0
  38. {salesforce_data_customcode-0.1.4 → salesforce_data_customcode-0.1.6}/src/datacustomcode/version.py +0 -0
@@ -0,0 +1,261 @@
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+ Metadata-Version: 2.3
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+ Name: salesforce-data-customcode
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+ Version: 0.1.6
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+ Summary: Data Cloud Custom Code SDK
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+ License: Apache-2.0
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+ Requires-Python: >=3.10,<3.12
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+ Classifier: Development Status :: 4 - Beta
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+ Classifier: Operating System :: Unix
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+ Classifier: Programming Language :: Python
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+ Classifier: Programming Language :: Python :: 3
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+ Classifier: Programming Language :: Python :: 3.10
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+ Classifier: Programming Language :: Python :: 3.11
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+ Requires-Dist: click (>=8.1.8,<9.0.0)
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+ Requires-Dist: loguru (>=0.7.3,<0.8.0)
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+ Requires-Dist: numpy
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+ Requires-Dist: pandas
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+ Requires-Dist: pydantic (>=1.8.2,<3.0.0)
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+ Requires-Dist: pyspark
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+ Requires-Dist: pyyaml (>=6.0,<7.0)
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+ Requires-Dist: salesforce-cdp-connector
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+ Requires-Dist: setuptools_scm (>=7.1.0,<8.0.0)
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+ Description-Content-Type: text/markdown
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+
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+ # Data Cloud Custom Code SDK
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+
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+ This package provides a development kit for creating custom data transformations in [Data Cloud](https://www.salesforce.com/data/). It allows you to write your own data processing logic in Python while leveraging Data Cloud's infrastructure for data access and running data transformations, mapping execution into Data Cloud data structures like [Data Model Objects](https://help.salesforce.com/s/articleView?id=data.c360_a_data_model_objects.htm&type=5) and [Data Lake Objects](https://help.salesforce.com/s/articleView?id=sf.c360_a_data_lake_objects.htm&language=en_US&type=5).
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+
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+ More specifically, this codebase gives you ability to test code locally before pushing to Data Cloud's remote execution engine, greatly reducing how long it takes to develop.
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+
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+ Use of this project with Salesforce is subject to the [TERMS OF USE](./TERMS_OF_USE.md)
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+
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+ ## Prerequisites
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+
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+ - Python 3.11 (If your system version is different, we recommend using [pyenv](https://github.com/pyenv/pyenv) to configure 3.11)
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+ - [Azul Zulu OpenJDK 17.x](https://www.azul.com/downloads/?version=java-17-lts&package=jdk#zulu)
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+ - Docker support like [Docker Desktop](https://docs.docker.com/desktop/)
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+ - A salesforce org, with some DLOs or DMOs with data
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+ - A [connected app](#creating-a-connected-app)
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+
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+ ## Installation
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+ The SDK can be downloaded directly from PyPI with `pip`:
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+ ```
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+ pip install salesforce-data-customcode
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+ ```
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+
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+ You can verify it was properly installed via CLI:
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+ ```
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+ datacustomcode version
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+ ```
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+
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+ ## Quick start
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+ Ensure you have all the [prerequisites](#prerequisites) prepared on your machine.
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+
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+ To get started, create a directory and initialize a new project with the CLI:
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+ ```zsh
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+ mkdir datacloud && cd datacloud
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+ python3.11 -m venv .venv
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+ source .venv/bin/activate
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+ pip install salesforce-data-customcode
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+ datacustomcode init my_package
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+ ```
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+
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+ This will yield all necessary files to get started:
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+ ```
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+ .
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+ ├── Dockerfile
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+ ├── README.md
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+ ├── requirements.txt
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+ ├── requirements-dev.txt
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+ ├── payload
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+ │ ├── config.json
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+ │ ├── entrypoint.py
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+ ├── jupyterlab.sh
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+ └── requirements.txt
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+ ```
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+ * `Dockerfile` <span style="color:grey;font-style:italic;">(Do not update)</span> – Development container emulating the remote execution environment.
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+ * `requirements-dev.txt` <span style="color:grey;font-style:italic;">(Do not update)</span> – These are the dependencies for the development environment.
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+ * `jupyterlab.sh` <span style="color:grey;font-style:italic;">(Do not update)</span> – Helper script for setting up Jupyter.
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+ * `requirements.txt` – Here you define the requirements that you will need for your script.
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+ * `payload` – This folder will be compressed and deployed to the remote execution environment.
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+ * `config.json` – This config defines permissions on the back and can be generated programmatically with `scan` CLI method.
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+ * `entrypoint.py` – The script that defines the data transformation logic.
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+
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+ A functional entrypoint.py is provided so you can run once you've configured your connected app:
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+ ```zsh
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+ cd my_package
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+ datacustomcode configure
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+ datacustomcode run ./payload/entrypoint.py
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+ ```
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+
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+ > [!IMPORTANT]
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+ > The example entrypoint.py requires a `Account_Home__dll` DLO to be present. And in order to deploy the script (next step), the output DLO (which is `Account_Home_copy__dll` in the example entrypoint.py) also needs to exist and be in the same dataspace as `Account_Home__dll`.
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+
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+ After modifying the `entrypoint.py` as needed, using any dependencies you add in the `.venv` virtual environment, you can run this script in Data Cloud:
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+ ```zsh
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+ datacustomcode scan ./payload/entrypoint.py
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+ datacustomcode deploy --path ./payload --name my_custom_script
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+ ```
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+
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+ > [!TIP]
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+ > The `deploy` process can take several minutes. If you'd like more feedback on the underlying process, you can add `--debug` to the command like `datacustomcode --debug deploy --path ./payload --name my_custom_script`
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+
103
+ You can now use the Salesforce Data Cloud UI to find the created Data Transform and use the `Run Now` button to run it.
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+ Once the Data Transform run is successful, check the DLO your script is writing to and verify the correct records were added.
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+
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+ ## API
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+
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+ Your entry point script will define logic using the `Client` object which wraps data access layers.
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+
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+ You should only need the following methods:
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+ * `read_dlo(name)` – Read from a Data Lake Object by name
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+ * `read_dmo(name)` – Read from a Data Model Object by name
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+ * `write_to_dlo(name, spark_dataframe, write_mode)` – Write to a Data Model Object by name with a Spark dataframe
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+ * `write_to_dmo(name, spark_dataframe, write_mode)` – Write to a Data Lake Object by name with a Spark dataframe
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+
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+ For example:
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+ ```
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+ from datacustomcode import Client
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+
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+ client = Client()
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+
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+ sdf = client.read_dlo('my_DLO')
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+ # some transformations
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+ # ...
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+ client.write_to_dlo('output_DLO')
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+ ```
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+
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+
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+ > [!WARNING]
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+ > Currently we only support reading from DMOs and writing to DMOs or reading from DLOs and writing to DLOs, but they cannot mix.
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+
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+
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+ ## CLI
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+
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+ The Data Cloud Custom Code SDK provides a command-line interface (CLI) with the following commands:
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+
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+ ### Global Options
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+ - `--debug`: Enable debug-level logging
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+
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+ ### Commands
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+
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+ #### `datacustomcode version`
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+ Display the current version of the package.
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+
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+ #### `datacustomcode configure`
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+ Configure credentials for connecting to Data Cloud.
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+
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+ Options:
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+ - `--profile TEXT`: Credential profile name (default: "default")
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+ - `--username TEXT`: Salesforce username
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+ - `--password TEXT`: Salesforce password
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+ - `--client-id TEXT`: Connected App Client ID
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+ - `--client-secret TEXT`: Connected App Client Secret
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+ - `--login-url TEXT`: Salesforce login URL
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+
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+ #### `datacustomcode deploy`
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+ Deploy a transformation job to Data Cloud.
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+
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+ Options:
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+ - `--profile TEXT`: Credential profile name (default: "default")
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+ - `--path TEXT`: Path to the code directory (default: ".")
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+ - `--name TEXT`: Name of the transformation job [required]
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+ - `--version TEXT`: Version of the transformation job (default: "0.0.1")
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+ - `--description TEXT`: Description of the transformation job (default: "")
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+
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+ #### `datacustomcode init`
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+ Initialize a new development environment with a template.
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+
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+ Argument:
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+ - `DIRECTORY`: Directory to create project in (default: ".")
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+
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+ #### `datacustomcode scan`
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+ Scan a Python file to generate a Data Cloud configuration.
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+
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+ Argument:
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+ - `FILENAME`: Python file to scan
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+
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+ Options:
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+ - `--config TEXT`: Path to save the configuration file (default: same directory as FILENAME)
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+ - `--dry-run`: Preview the configuration without saving to a file
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+
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+ #### `datacustomcode run`
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+ Run an entrypoint file locally for testing.
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+
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+ Argument:
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+ - `ENTRYPOINT`: Path to entrypoint Python file
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+
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+ Options:
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+ - `--config-file TEXT`: Path to configuration file
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+ - `--dependencies TEXT`: Additional dependencies (can be specified multiple times)
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+
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+ #### `datacustomcode zip`
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+ Zip a transformation job in preparation to upload to Data Cloud.
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+
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+ Options:
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+ - `--path TEXT`: Path to the code directory (default: ".")
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+
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+ ## Docker usage
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+
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+ After initializing a project with `datacustomcode init my_package`, you might notice a Dockerfile. This file isn't used for the
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+ [Quick Start](#quick-start) approach above, which uses virtual environments, until the `zip` or `deploy` commands are used. When using dependencies
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+ that include [native features](https://spark.apache.org/docs/latest/api/python/user_guide/python_packaging.html#using-pyspark-native-features)
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+ like C++ or C interop, the platform and architecture may be different between your machine and Data Cloud compute. This is all taken care of
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+ in the `zip` and `deploy` commands, which utilize the Dockerfile which starts `FROM` an image compatible with Data Cloud. However, you may
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+ want to build, run, and test your script on your machine using the same platform and architecture as Data Cloud. You can use the sections below
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+ to test your script in this manner.
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+
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+ ### VS Code Dev Containers
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+
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+ Within your `init`ed package, you will find a `.devcontainer` folder which allows you to run a docker container while developing inside of it.
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+
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+ Read more about Dev Containers here: https://code.visualstudio.com/docs/devcontainers/containers.
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+
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+ 1. Install the VS Code extension "Dev Containers" by microsoft.com.
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+ 1. Open your package folder in VS Code, ensuring that the `.devcontainer` folder is at the root of the File Explorer
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+ 1. Bring up the Command Palette (on mac: Cmd + Shift + P), and select "Dev Containers: Rebuild and Reopen in Container"
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+ 1. Allow the docker image to be built, then you're ready to develop
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+ 1. Now if you open a terminal (within the Dev Container window) and `datacustomcode run ./payload/entrypoint.py`, it will run inside a docker container that more closely resembles Data Cloud compute than your machine
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+
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+ > [!IMPORTANT]
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+ > Dev Containers get their own tmp file storage, so you'll need to re-run `datacustomcode configure` every time you "Rebuild and Reopen in Container".
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+
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+ ### JupyterLab
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+
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+ Within your `init`ed package, you will find a `jupyterlab.sh` file that can open a jupyter notebook for you. Jupyter notebooks, in
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+ combination with Data Cloud's [Query Editor](https://help.salesforce.com/s/articleView?id=data.c360_a_add_queries_to_a_query_workspace.htm&type=5)
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+ and [Data Explorer](https://help.salesforce.com/s/articleView?id=data.c360_a_data_explorer.htm&type=5), can be extremely helpful for data
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+ exploration. Instead of running an entire script, one can run one code cell at a time as they discover and experiment with the DLO or DMO data.
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+
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+ You can read more about Jupyter Notebooks here: https://jupyter.org/
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+
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+ 1. Within the root project of your package folder, run `./jupyterlab.sh start`
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+ 1. Double-click on "account.ipynb" file, which provides a starting point for a notebook
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+ 1. Use shift+enter to execute each cell within the notebook. Add/edit/delete cells of code as needed for your data exploration.
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+ 1. Don't forget to run `./jupyterlab.sh stop` to stop the docker container
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+
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+ > [!IMPORTANT]
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+ > JupyterLab uses its own tmp file storage, so you'll need to re-run `datacustomcode configure` each time you `./jupyterlab.sh start`.
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+
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+ ## Prerequisite details
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+
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+ ### Creating a connected app
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+
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+ 1. Log in to salesforce as an admin. In the top right corner, click on the gear icon and go to `Setup`
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+ 2. In the left hand side, search for "App Manager" and select the `App Manager` underneath `Apps`
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+ 3. Click on `New Connected App` in the upper right
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+ 4. Fill in the required fields within the `Basic Information` section
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+ 5. Under the `API (Enable OAuth Settings)` section:
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+ 1. Click on the checkbox to Enable OAuth Settings.
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+ 2. Provide a callback URL like http://localhost:55555/callback
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+ 3. In the Selected OAuth Scopes, make sure that `refresh_token`, `api`, `cdp_query_api`, `cdp_profile_api` is selected.
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+ 4. Click on Save to save the connected app
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+ 6. From the detail page that opens up afterwards, click the "Manage Consumer Details" button to find your client id and client secret
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+ 7. Go back to `Setup`, then `OAuth and OpenID Connect Settings`, and enable the "Allow OAuth Username-Password Flows" option
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+
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+ You now have all fields necessary for the `datacustomcode configure` command.
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+
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+ ## Other docs
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+
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+ [Troubleshooting](./docs/troubleshooting.md)
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+
@@ -0,0 +1,237 @@
1
+ # Data Cloud Custom Code SDK
2
+
3
+ This package provides a development kit for creating custom data transformations in [Data Cloud](https://www.salesforce.com/data/). It allows you to write your own data processing logic in Python while leveraging Data Cloud's infrastructure for data access and running data transformations, mapping execution into Data Cloud data structures like [Data Model Objects](https://help.salesforce.com/s/articleView?id=data.c360_a_data_model_objects.htm&type=5) and [Data Lake Objects](https://help.salesforce.com/s/articleView?id=sf.c360_a_data_lake_objects.htm&language=en_US&type=5).
4
+
5
+ More specifically, this codebase gives you ability to test code locally before pushing to Data Cloud's remote execution engine, greatly reducing how long it takes to develop.
6
+
7
+ Use of this project with Salesforce is subject to the [TERMS OF USE](./TERMS_OF_USE.md)
8
+
9
+ ## Prerequisites
10
+
11
+ - Python 3.11 (If your system version is different, we recommend using [pyenv](https://github.com/pyenv/pyenv) to configure 3.11)
12
+ - [Azul Zulu OpenJDK 17.x](https://www.azul.com/downloads/?version=java-17-lts&package=jdk#zulu)
13
+ - Docker support like [Docker Desktop](https://docs.docker.com/desktop/)
14
+ - A salesforce org, with some DLOs or DMOs with data
15
+ - A [connected app](#creating-a-connected-app)
16
+
17
+ ## Installation
18
+ The SDK can be downloaded directly from PyPI with `pip`:
19
+ ```
20
+ pip install salesforce-data-customcode
21
+ ```
22
+
23
+ You can verify it was properly installed via CLI:
24
+ ```
25
+ datacustomcode version
26
+ ```
27
+
28
+ ## Quick start
29
+ Ensure you have all the [prerequisites](#prerequisites) prepared on your machine.
30
+
31
+ To get started, create a directory and initialize a new project with the CLI:
32
+ ```zsh
33
+ mkdir datacloud && cd datacloud
34
+ python3.11 -m venv .venv
35
+ source .venv/bin/activate
36
+ pip install salesforce-data-customcode
37
+ datacustomcode init my_package
38
+ ```
39
+
40
+ This will yield all necessary files to get started:
41
+ ```
42
+ .
43
+ ├── Dockerfile
44
+ ├── README.md
45
+ ├── requirements.txt
46
+ ├── requirements-dev.txt
47
+ ├── payload
48
+ │ ├── config.json
49
+ │ ├── entrypoint.py
50
+ ├── jupyterlab.sh
51
+ └── requirements.txt
52
+ ```
53
+ * `Dockerfile` <span style="color:grey;font-style:italic;">(Do not update)</span> – Development container emulating the remote execution environment.
54
+ * `requirements-dev.txt` <span style="color:grey;font-style:italic;">(Do not update)</span> – These are the dependencies for the development environment.
55
+ * `jupyterlab.sh` <span style="color:grey;font-style:italic;">(Do not update)</span> – Helper script for setting up Jupyter.
56
+ * `requirements.txt` – Here you define the requirements that you will need for your script.
57
+ * `payload` – This folder will be compressed and deployed to the remote execution environment.
58
+ * `config.json` – This config defines permissions on the back and can be generated programmatically with `scan` CLI method.
59
+ * `entrypoint.py` – The script that defines the data transformation logic.
60
+
61
+ A functional entrypoint.py is provided so you can run once you've configured your connected app:
62
+ ```zsh
63
+ cd my_package
64
+ datacustomcode configure
65
+ datacustomcode run ./payload/entrypoint.py
66
+ ```
67
+
68
+ > [!IMPORTANT]
69
+ > The example entrypoint.py requires a `Account_Home__dll` DLO to be present. And in order to deploy the script (next step), the output DLO (which is `Account_Home_copy__dll` in the example entrypoint.py) also needs to exist and be in the same dataspace as `Account_Home__dll`.
70
+
71
+ After modifying the `entrypoint.py` as needed, using any dependencies you add in the `.venv` virtual environment, you can run this script in Data Cloud:
72
+ ```zsh
73
+ datacustomcode scan ./payload/entrypoint.py
74
+ datacustomcode deploy --path ./payload --name my_custom_script
75
+ ```
76
+
77
+ > [!TIP]
78
+ > The `deploy` process can take several minutes. If you'd like more feedback on the underlying process, you can add `--debug` to the command like `datacustomcode --debug deploy --path ./payload --name my_custom_script`
79
+
80
+ You can now use the Salesforce Data Cloud UI to find the created Data Transform and use the `Run Now` button to run it.
81
+ Once the Data Transform run is successful, check the DLO your script is writing to and verify the correct records were added.
82
+
83
+ ## API
84
+
85
+ Your entry point script will define logic using the `Client` object which wraps data access layers.
86
+
87
+ You should only need the following methods:
88
+ * `read_dlo(name)` – Read from a Data Lake Object by name
89
+ * `read_dmo(name)` – Read from a Data Model Object by name
90
+ * `write_to_dlo(name, spark_dataframe, write_mode)` – Write to a Data Model Object by name with a Spark dataframe
91
+ * `write_to_dmo(name, spark_dataframe, write_mode)` – Write to a Data Lake Object by name with a Spark dataframe
92
+
93
+ For example:
94
+ ```
95
+ from datacustomcode import Client
96
+
97
+ client = Client()
98
+
99
+ sdf = client.read_dlo('my_DLO')
100
+ # some transformations
101
+ # ...
102
+ client.write_to_dlo('output_DLO')
103
+ ```
104
+
105
+
106
+ > [!WARNING]
107
+ > Currently we only support reading from DMOs and writing to DMOs or reading from DLOs and writing to DLOs, but they cannot mix.
108
+
109
+
110
+ ## CLI
111
+
112
+ The Data Cloud Custom Code SDK provides a command-line interface (CLI) with the following commands:
113
+
114
+ ### Global Options
115
+ - `--debug`: Enable debug-level logging
116
+
117
+ ### Commands
118
+
119
+ #### `datacustomcode version`
120
+ Display the current version of the package.
121
+
122
+ #### `datacustomcode configure`
123
+ Configure credentials for connecting to Data Cloud.
124
+
125
+ Options:
126
+ - `--profile TEXT`: Credential profile name (default: "default")
127
+ - `--username TEXT`: Salesforce username
128
+ - `--password TEXT`: Salesforce password
129
+ - `--client-id TEXT`: Connected App Client ID
130
+ - `--client-secret TEXT`: Connected App Client Secret
131
+ - `--login-url TEXT`: Salesforce login URL
132
+
133
+ #### `datacustomcode deploy`
134
+ Deploy a transformation job to Data Cloud.
135
+
136
+ Options:
137
+ - `--profile TEXT`: Credential profile name (default: "default")
138
+ - `--path TEXT`: Path to the code directory (default: ".")
139
+ - `--name TEXT`: Name of the transformation job [required]
140
+ - `--version TEXT`: Version of the transformation job (default: "0.0.1")
141
+ - `--description TEXT`: Description of the transformation job (default: "")
142
+
143
+ #### `datacustomcode init`
144
+ Initialize a new development environment with a template.
145
+
146
+ Argument:
147
+ - `DIRECTORY`: Directory to create project in (default: ".")
148
+
149
+ #### `datacustomcode scan`
150
+ Scan a Python file to generate a Data Cloud configuration.
151
+
152
+ Argument:
153
+ - `FILENAME`: Python file to scan
154
+
155
+ Options:
156
+ - `--config TEXT`: Path to save the configuration file (default: same directory as FILENAME)
157
+ - `--dry-run`: Preview the configuration without saving to a file
158
+
159
+ #### `datacustomcode run`
160
+ Run an entrypoint file locally for testing.
161
+
162
+ Argument:
163
+ - `ENTRYPOINT`: Path to entrypoint Python file
164
+
165
+ Options:
166
+ - `--config-file TEXT`: Path to configuration file
167
+ - `--dependencies TEXT`: Additional dependencies (can be specified multiple times)
168
+
169
+ #### `datacustomcode zip`
170
+ Zip a transformation job in preparation to upload to Data Cloud.
171
+
172
+ Options:
173
+ - `--path TEXT`: Path to the code directory (default: ".")
174
+
175
+ ## Docker usage
176
+
177
+ After initializing a project with `datacustomcode init my_package`, you might notice a Dockerfile. This file isn't used for the
178
+ [Quick Start](#quick-start) approach above, which uses virtual environments, until the `zip` or `deploy` commands are used. When using dependencies
179
+ that include [native features](https://spark.apache.org/docs/latest/api/python/user_guide/python_packaging.html#using-pyspark-native-features)
180
+ like C++ or C interop, the platform and architecture may be different between your machine and Data Cloud compute. This is all taken care of
181
+ in the `zip` and `deploy` commands, which utilize the Dockerfile which starts `FROM` an image compatible with Data Cloud. However, you may
182
+ want to build, run, and test your script on your machine using the same platform and architecture as Data Cloud. You can use the sections below
183
+ to test your script in this manner.
184
+
185
+ ### VS Code Dev Containers
186
+
187
+ Within your `init`ed package, you will find a `.devcontainer` folder which allows you to run a docker container while developing inside of it.
188
+
189
+ Read more about Dev Containers here: https://code.visualstudio.com/docs/devcontainers/containers.
190
+
191
+ 1. Install the VS Code extension "Dev Containers" by microsoft.com.
192
+ 1. Open your package folder in VS Code, ensuring that the `.devcontainer` folder is at the root of the File Explorer
193
+ 1. Bring up the Command Palette (on mac: Cmd + Shift + P), and select "Dev Containers: Rebuild and Reopen in Container"
194
+ 1. Allow the docker image to be built, then you're ready to develop
195
+ 1. Now if you open a terminal (within the Dev Container window) and `datacustomcode run ./payload/entrypoint.py`, it will run inside a docker container that more closely resembles Data Cloud compute than your machine
196
+
197
+ > [!IMPORTANT]
198
+ > Dev Containers get their own tmp file storage, so you'll need to re-run `datacustomcode configure` every time you "Rebuild and Reopen in Container".
199
+
200
+ ### JupyterLab
201
+
202
+ Within your `init`ed package, you will find a `jupyterlab.sh` file that can open a jupyter notebook for you. Jupyter notebooks, in
203
+ combination with Data Cloud's [Query Editor](https://help.salesforce.com/s/articleView?id=data.c360_a_add_queries_to_a_query_workspace.htm&type=5)
204
+ and [Data Explorer](https://help.salesforce.com/s/articleView?id=data.c360_a_data_explorer.htm&type=5), can be extremely helpful for data
205
+ exploration. Instead of running an entire script, one can run one code cell at a time as they discover and experiment with the DLO or DMO data.
206
+
207
+ You can read more about Jupyter Notebooks here: https://jupyter.org/
208
+
209
+ 1. Within the root project of your package folder, run `./jupyterlab.sh start`
210
+ 1. Double-click on "account.ipynb" file, which provides a starting point for a notebook
211
+ 1. Use shift+enter to execute each cell within the notebook. Add/edit/delete cells of code as needed for your data exploration.
212
+ 1. Don't forget to run `./jupyterlab.sh stop` to stop the docker container
213
+
214
+ > [!IMPORTANT]
215
+ > JupyterLab uses its own tmp file storage, so you'll need to re-run `datacustomcode configure` each time you `./jupyterlab.sh start`.
216
+
217
+ ## Prerequisite details
218
+
219
+ ### Creating a connected app
220
+
221
+ 1. Log in to salesforce as an admin. In the top right corner, click on the gear icon and go to `Setup`
222
+ 2. In the left hand side, search for "App Manager" and select the `App Manager` underneath `Apps`
223
+ 3. Click on `New Connected App` in the upper right
224
+ 4. Fill in the required fields within the `Basic Information` section
225
+ 5. Under the `API (Enable OAuth Settings)` section:
226
+ 1. Click on the checkbox to Enable OAuth Settings.
227
+ 2. Provide a callback URL like http://localhost:55555/callback
228
+ 3. In the Selected OAuth Scopes, make sure that `refresh_token`, `api`, `cdp_query_api`, `cdp_profile_api` is selected.
229
+ 4. Click on Save to save the connected app
230
+ 6. From the detail page that opens up afterwards, click the "Manage Consumer Details" button to find your client id and client secret
231
+ 7. Go back to `Setup`, then `OAuth and OpenID Connect Settings`, and enable the "Allow OAuth Username-Password Flows" option
232
+
233
+ You now have all fields necessary for the `datacustomcode configure` command.
234
+
235
+ ## Other docs
236
+
237
+ [Troubleshooting](./docs/troubleshooting.md)
@@ -18,7 +18,7 @@ license = "Apache-2.0"
18
18
  name = "salesforce-data-customcode"
19
19
  readme = "README.md"
20
20
  requires-python = ">=3.10,<3.12"
21
- version = "0.1.4"
21
+ version = "0.1.6"
22
22
 
23
23
  [tool.black]
24
24
  exclude = '''
@@ -69,6 +69,15 @@ def configure(
69
69
  ).update_ini(profile=profile)
70
70
 
71
71
 
72
+ @cli.command()
73
+ @click.argument("path", default="payload")
74
+ def zip(path: str):
75
+ from datacustomcode.deploy import zip
76
+
77
+ logger.debug("Zipping project")
78
+ zip(path)
79
+
80
+
72
81
  @cli.command()
73
82
  @click.option("--profile", default="default")
74
83
  @click.option("--path", default="payload")
@@ -127,8 +136,11 @@ def init(directory: str):
127
136
  @click.argument("filename")
128
137
  @click.option("--config")
129
138
  @click.option("--dry-run", is_flag=True)
130
- def scan(filename: str, config: str, dry_run: bool):
131
- from datacustomcode.scan import dc_config_json_from_file
139
+ @click.option(
140
+ "--no-requirements", is_flag=True, help="Skip generating requirements.txt file"
141
+ )
142
+ def scan(filename: str, config: str, dry_run: bool, no_requirements: bool):
143
+ from datacustomcode.scan import dc_config_json_from_file, write_requirements_file
132
144
 
133
145
  config_location = config or os.path.join(os.path.dirname(filename), "config.json")
134
146
  click.echo(
@@ -143,6 +155,13 @@ def scan(filename: str, config: str, dry_run: bool):
143
155
  with open(config_location, "w") as f:
144
156
  json.dump(config_json, f, indent=2)
145
157
 
158
+ if not no_requirements:
159
+ requirements_path = write_requirements_file(filename)
160
+ click.echo(
161
+ "Generated requirements file: "
162
+ + click.style(requirements_path, fg="blue", bold=True)
163
+ )
164
+
146
165
 
147
166
  @cli.command()
148
167
  @click.argument("entrypoint")
@@ -169,25 +169,14 @@ def prepare_dependency_archive(directory: str) -> None:
169
169
  archive_file = os.path.join(archives_dir, DEPENDENCIES_ARCHIVE_NAME)
170
170
  with tarfile.open(archive_file, "w:gz") as tar:
171
171
  for file in os.listdir(temp_dir):
172
+ # Exclude requirements.txt from the archive
173
+ if file == "requirements.txt":
174
+ continue
172
175
  tar.add(os.path.join(temp_dir, file), arcname=file)
173
176
 
174
177
  logger.debug(f"Dependencies downloaded and archived to {archive_file}")
175
178
 
176
179
 
177
- def zip_and_upload_directory(directory: str, file_upload_url: str) -> None:
178
- file_upload_url = unescape(file_upload_url)
179
-
180
- logger.debug(f"Zipping directory... {directory}")
181
- shutil.make_archive(ZIP_FILE_NAME.rstrip(".zip"), "zip", directory)
182
-
183
- logger.debug(f"Uploading deployment to {file_upload_url}")
184
- with open(ZIP_FILE_NAME, "rb") as zip_file:
185
- response = requests.put(
186
- file_upload_url, data=zip_file, headers={"Content-Type": "application/zip"}
187
- )
188
- response.raise_for_status()
189
-
190
-
191
180
  class DeploymentsResponse(BaseModel):
192
181
  deploymentStatus: str
193
182
 
@@ -325,6 +314,69 @@ def create_data_transform(
325
314
  return response
326
315
 
327
316
 
317
+ def has_nonempty_requirements_file(directory: str) -> bool:
318
+ """
319
+ Check if requirements.txt exists in the given directory and has at least
320
+ one non-comment line.
321
+ Args:
322
+ directory (str): The directory to check for requirements.txt.
323
+ Returns:
324
+ bool: True if requirements.txt exists and has a non-comment line,
325
+ False otherwise.
326
+ """
327
+ # Look for requirements.txt in the parent directory of the given directory
328
+ requirements_path = os.path.join(os.path.dirname(directory), "requirements.txt")
329
+
330
+ try:
331
+ if os.path.isfile(requirements_path):
332
+ with open(requirements_path, "r", encoding="utf-8") as f:
333
+ for line in f:
334
+ # Consider non-empty if any line is not a comment (ignoring
335
+ # leading whitespace)
336
+ if line.strip() and not line.lstrip().startswith("#"):
337
+ return True
338
+ except Exception as e:
339
+ logger.error(f"Error reading requirements.txt: {e}")
340
+ return False
341
+
342
+
343
+ def upload_zip(file_upload_url: str) -> None:
344
+ file_upload_url = unescape(file_upload_url)
345
+ with open(ZIP_FILE_NAME, "rb") as zip_file:
346
+ response = requests.put(
347
+ file_upload_url, data=zip_file, headers={"Content-Type": "application/zip"}
348
+ )
349
+ response.raise_for_status()
350
+
351
+
352
+ def zip(
353
+ directory: str,
354
+ ):
355
+ # Create a zip file excluding .DS_Store files
356
+ import zipfile
357
+
358
+ # prepare payload only if requirements.txt is non-empty
359
+ if has_nonempty_requirements_file(directory):
360
+ prepare_dependency_archive(directory)
361
+ else:
362
+ logger.info(
363
+ f"Skipping dependency archive: requirements.txt is missing or empty "
364
+ f"in {directory}"
365
+ )
366
+
367
+ logger.debug(f"Zipping directory... {directory}")
368
+
369
+ with zipfile.ZipFile(ZIP_FILE_NAME, "w", zipfile.ZIP_DEFLATED) as zipf:
370
+ for root, dirs, files in os.walk(directory):
371
+ # Skip .DS_Store files when adding to zip
372
+ for file in files:
373
+ if file != ".DS_Store":
374
+ file_path = os.path.join(root, file)
375
+ zipf.write(file_path)
376
+
377
+ logger.debug(f"Created zip file: {ZIP_FILE_NAME}")
378
+
379
+
328
380
  def deploy_full(
329
381
  directory: str,
330
382
  metadata: TransformationJobMetadata,
@@ -340,7 +392,8 @@ def deploy_full(
340
392
 
341
393
  # create deployment and upload payload
342
394
  deployment = create_deployment(access_token, metadata)
343
- zip_and_upload_directory(directory, deployment.fileUploadUrl)
395
+ zip(directory)
396
+ upload_zip(deployment.fileUploadUrl)
344
397
  wait_for_deployment(access_token, metadata, callback)
345
398
 
346
399
  # create data transform
@@ -15,9 +15,12 @@
15
15
  from __future__ import annotations
16
16
 
17
17
  import ast
18
+ import os
18
19
  from typing import (
19
20
  Any,
21
+ ClassVar,
20
22
  Dict,
23
+ Set,
21
24
  Union,
22
25
  )
23
26
 
@@ -131,6 +134,137 @@ class ClientMethodVisitor(ast.NodeVisitor):
131
134
  )
132
135
 
133
136
 
137
+ class ImportVisitor(ast.NodeVisitor):
138
+ """AST Visitor that extracts external package imports from Python code."""
139
+
140
+ # Standard library modules that should be excluded from requirements
141
+ STANDARD_LIBS: ClassVar[set[str]] = {
142
+ "abc",
143
+ "argparse",
144
+ "ast",
145
+ "asyncio",
146
+ "base64",
147
+ "collections",
148
+ "configparser",
149
+ "contextlib",
150
+ "copy",
151
+ "csv",
152
+ "datetime",
153
+ "enum",
154
+ "functools",
155
+ "glob",
156
+ "hashlib",
157
+ "http",
158
+ "importlib",
159
+ "inspect",
160
+ "io",
161
+ "itertools",
162
+ "json",
163
+ "logging",
164
+ "math",
165
+ "os",
166
+ "pathlib",
167
+ "pickle",
168
+ "random",
169
+ "re",
170
+ "shutil",
171
+ "site",
172
+ "socket",
173
+ "sqlite3",
174
+ "string",
175
+ "subprocess",
176
+ "sys",
177
+ "tempfile",
178
+ "threading",
179
+ "time",
180
+ "traceback",
181
+ "typing",
182
+ "uuid",
183
+ "warnings",
184
+ "xml",
185
+ "zipfile",
186
+ }
187
+
188
+ # Additional packages to exclude from requirements.txt
189
+ EXCLUDED_PACKAGES: ClassVar[set[str]] = {
190
+ "datacustomcode", # Internal package
191
+ "pyspark", # Provided by the runtime environment
192
+ }
193
+
194
+ def __init__(self) -> None:
195
+ self.imports: Set[str] = set()
196
+
197
+ def visit_Import(self, node: ast.Import) -> None:
198
+ """Visit an import statement (e.g., import os, sys)."""
199
+ for name in node.names:
200
+ # Get the top-level package name
201
+ package = name.name.split(".")[0]
202
+ if (
203
+ package not in self.STANDARD_LIBS
204
+ and package not in self.EXCLUDED_PACKAGES
205
+ and not package.startswith("_")
206
+ ):
207
+ self.imports.add(package)
208
+ self.generic_visit(node)
209
+
210
+ def visit_ImportFrom(self, node: ast.ImportFrom) -> None:
211
+ """Visit a from-import statement (e.g., from os import path)."""
212
+ if node.module is not None:
213
+ # Get the top-level package
214
+ package = node.module.split(".")[0]
215
+ if (
216
+ package not in self.STANDARD_LIBS
217
+ and package not in self.EXCLUDED_PACKAGES
218
+ and not package.startswith("_")
219
+ ):
220
+ self.imports.add(package)
221
+ self.generic_visit(node)
222
+
223
+
224
+ def scan_file_for_imports(file_path: str) -> Set[str]:
225
+ """Scan a Python file for external package imports."""
226
+ with open(file_path, "r") as f:
227
+ code = f.read()
228
+ tree = ast.parse(code)
229
+ visitor = ImportVisitor()
230
+ visitor.visit(tree)
231
+ return visitor.imports
232
+
233
+
234
+ def write_requirements_file(file_path: str) -> str:
235
+ """
236
+ Scan a Python file for imports and write them to requirements.txt.
237
+
238
+ Args:
239
+ file_path: Path to the Python file to scan
240
+
241
+ Returns:
242
+ Path to the generated requirements.txt file
243
+ """
244
+ imports = scan_file_for_imports(file_path)
245
+
246
+ # Write requirements.txt in the parent directory of the Python file
247
+ file_dir = os.path.dirname(file_path)
248
+ parent_dir = os.path.dirname(file_dir) if file_dir else "."
249
+ requirements_path = os.path.join(parent_dir, "requirements.txt")
250
+
251
+ # If the file exists, read existing requirements and merge with new ones
252
+ existing_requirements = set()
253
+ if os.path.exists(requirements_path):
254
+ with open(requirements_path, "r") as f:
255
+ existing_requirements = {line.strip() for line in f if line.strip()}
256
+
257
+ # Merge existing requirements with newly discovered ones
258
+ all_requirements = existing_requirements.union(imports)
259
+
260
+ # Write the combined requirements
261
+ with open(requirements_path, "w") as f:
262
+ for package in sorted(all_requirements):
263
+ f.write(f"{package}\n")
264
+
265
+ return requirements_path
266
+
267
+
134
268
  def scan_file(file_path: str) -> DataAccessLayerCalls:
135
269
  """Scan a single Python file for Client read/write method calls."""
136
270
  with open(file_path, "r") as f:
@@ -0,0 +1,86 @@
1
+ {
2
+ "cells": [
3
+ {
4
+ "cell_type": "code",
5
+ "execution_count": null,
6
+ "id": "0",
7
+ "metadata": {},
8
+ "outputs": [],
9
+ "source": [
10
+ "from datacustomcode.client import Client\n",
11
+ "from datacustomcode.io.writer.base import WriteMode\n",
12
+ "from pyspark.sql.functions import col, upper"
13
+ ]
14
+ },
15
+ {
16
+ "cell_type": "code",
17
+ "execution_count": null,
18
+ "id": "1",
19
+ "metadata": {},
20
+ "outputs": [],
21
+ "source": [
22
+ "client = Client()\n",
23
+ "\n",
24
+ "df = client.read_dlo(\"Account_Home__dll\")"
25
+ ]
26
+ },
27
+ {
28
+ "cell_type": "code",
29
+ "execution_count": null,
30
+ "id": "2",
31
+ "metadata": {},
32
+ "outputs": [],
33
+ "source": [
34
+ "# Perform transformations on the DataFrame\n",
35
+ "df_upper1 = df.withColumn(\"Description__c\", upper(col(\"Description__c\")))\n",
36
+ "\n",
37
+ "# Drop specific columns related to relationships\n",
38
+ "df_upper1 = df_upper1.drop(\"KQ_ParentId__c\")\n",
39
+ "df_upper1 = df_upper1.drop(\"KQ_Id__c\")\n",
40
+ "\n",
41
+ "df_upper1.show()"
42
+ ]
43
+ },
44
+ {
45
+ "cell_type": "code",
46
+ "execution_count": null,
47
+ "id": "3",
48
+ "metadata": {},
49
+ "outputs": [],
50
+ "source": [
51
+ "# Save the transformed DataFrame\n",
52
+ "dlo_name = \"Account_Home_copy__dll\"\n",
53
+ "client.write_to_dlo(dlo_name, df_upper1, write_mode=WriteMode.APPEND)"
54
+ ]
55
+ },
56
+ {
57
+ "cell_type": "code",
58
+ "execution_count": null,
59
+ "id": "4",
60
+ "metadata": {},
61
+ "outputs": [],
62
+ "source": []
63
+ }
64
+ ],
65
+ "metadata": {
66
+ "kernelspec": {
67
+ "display_name": "Python 3 (ipykernel)",
68
+ "language": "python",
69
+ "name": "python3"
70
+ },
71
+ "language_info": {
72
+ "codemirror_mode": {
73
+ "name": "ipython",
74
+ "version": 3
75
+ },
76
+ "file_extension": ".py",
77
+ "mimetype": "text/x-python",
78
+ "name": "python",
79
+ "nbconvert_exporter": "python",
80
+ "pygments_lexer": "ipython3",
81
+ "version": "3.11.11"
82
+ }
83
+ },
84
+ "nbformat": 4,
85
+ "nbformat_minor": 5
86
+ }
@@ -48,13 +48,13 @@ check_docker() {
48
48
  # Function to start Jupyter server
49
49
  start_jupyter() {
50
50
  echo "Building the docker image"
51
- docker build -t datacloud-byoc .
51
+ docker build -t datacloud-customcode .
52
52
 
53
53
  echo "Running the docker container"
54
54
  docker run -d --rm -p 8888:8888 \
55
55
  -v $(pwd):/workspace \
56
56
  --name jupyter-server \
57
- datacloud-byoc jupyter lab \
57
+ datacloud-customcode jupyter lab \
58
58
  --ip=0.0.0.0 \
59
59
  --port=8888 \
60
60
  --no-browser \
@@ -1,159 +0,0 @@
1
- Metadata-Version: 2.3
2
- Name: salesforce-data-customcode
3
- Version: 0.1.4
4
- Summary: Data Cloud Custom Code SDK
5
- License: Apache-2.0
6
- Requires-Python: >=3.10,<3.12
7
- Classifier: Development Status :: 4 - Beta
8
- Classifier: Operating System :: Unix
9
- Classifier: Programming Language :: Python
10
- Classifier: Programming Language :: Python :: 3
11
- Classifier: Programming Language :: Python :: 3.10
12
- Classifier: Programming Language :: Python :: 3.11
13
- Requires-Dist: click (>=8.1.8,<9.0.0)
14
- Requires-Dist: loguru (>=0.7.3,<0.8.0)
15
- Requires-Dist: numpy
16
- Requires-Dist: pandas
17
- Requires-Dist: pydantic (>=1.8.2,<3.0.0)
18
- Requires-Dist: pyspark
19
- Requires-Dist: pyyaml (>=6.0,<7.0)
20
- Requires-Dist: salesforce-cdp-connector
21
- Requires-Dist: setuptools_scm (>=7.1.0,<8.0.0)
22
- Description-Content-Type: text/markdown
23
-
24
- # Data Cloud Custom Code SDK
25
-
26
- <img src="https://img.shields.io/badge/version-0.1.0-blue" alt="license">
27
-
28
- This package provides a development kit for creating custom data transformations in [Data Cloud](https://www.salesforce.com/data/). It allows you to write your own data processing logic in Python while leveraging Data Cloud's infrastructure for data access and running data transformations, mapping execution into Data Cloud data structures like [Data Model Objects](https://help.salesforce.com/s/articleView?id=data.c360_a_data_model_objects.htm&type=5) and [Data Lake Objects](https://help.salesforce.com/s/articleView?id=sf.c360_a_data_lake_objects.htm&language=en_US&type=5).
29
-
30
- More specifically, this codebase gives you ability to test code locally before pushing to Data Cloud's remote execution engine, greatly reducing how long it takes to develop.
31
-
32
- Use of this project with Salesforce is subject to the [TERMS OF USE](./TERMS_OF_USE.md)
33
-
34
- ## Installation
35
- The SDK can be downloaded directly from PyPI with `pip`:
36
- ```
37
- pip install salesforce-data-customcode
38
- ```
39
-
40
- You can verify it was properly installed via CLI:
41
- ```
42
- datacustomcode version
43
- ```
44
-
45
- ## Development Setup
46
- We offer two built-in development interfaces: `devcontainers` and Jupyter, but you can set up any tool you would like manually.
47
-
48
- To get started, use the CLI to initialize a new development environment:
49
- ```
50
- datacustomcode init [DIRECTORY TO DUMP NEW REPO]
51
- ```
52
-
53
- This will yield all necessary files to get started:
54
- ```
55
- .
56
- ├── Dockerfile
57
- ├── README.md
58
- ├── requirements.txt
59
- ├── requirements-dev.txt
60
- ├── payload
61
- │ ├── config.json
62
- │ ├── entrypoint.py
63
- ├── jupyterlab.sh
64
- └── requirements.txt
65
- ```
66
- * `Dockerfile` <span style="color:grey;font-style:italic;">(Do not update)</span> – Development container emulating the remote execution environment.
67
- * `requirements-dev.txt` <span style="color:grey;font-style:italic;">(Do not update)</span> – These are the dependencies for the development environment.
68
- * `jupyterlab.sh` <span style="color:grey;font-style:italic;">(Do not update)</span> – Helper script for setting up Jupyter.
69
- * `requirements.txt` – Here you define the requirements that you will need remotely
70
- * `payload` – This folder will be compressed and deployed to the remote execution environment.
71
- * `config.json` – This config defines permissions on the back and can be generated programmatically with `scan` CLI method.
72
- * `entrypoint.py` – The script that defines the data transformation logic.
73
-
74
- ## API
75
-
76
- You entry point script will define logic using the `Client` object which wraps data access layers.
77
-
78
- You should only need the following methods:
79
- * `read_dlo(name)` – Read from a Data Lake Object by name
80
- * `read_dmo(name)` – Read from a Data Model Object by name
81
- * `write_to_dlo(name, spark_dataframe, write_mode)` – Write to a Data Model Object by name with a Spark dataframe
82
- * `write_to_dmo(name, spark_dataframe, write_mode)` – Write to a Data Lake Object by name with a Spark dataframe
83
-
84
- For example:
85
- ```
86
- from datacustomcode import Client
87
-
88
- client = Client()
89
-
90
- sdf = client.read_dlo('my_DLO')
91
- # some transformations
92
- # ...
93
- client.write_to_dlo('output_DLO')
94
- ```
95
-
96
-
97
- > [!WARNING]
98
- > Currently we only support reading from DMOs and writing to DMOs or reading from DLOs and writing to DLOs, but they cannot mix.
99
-
100
-
101
- ## CLI
102
-
103
- The Data Cloud Custom Code SDK provides a command-line interface (CLI) with the following commands:
104
-
105
- ### Global Options
106
- - `--debug`: Enable debug-level logging
107
-
108
- ### Commands
109
-
110
- #### `datacustomcode version`
111
- Display the current version of the package.
112
-
113
- #### `datacustomcode configure`
114
- Configure credentials for connecting to Data Cloud.
115
-
116
- Options:
117
- - `--profile TEXT`: Credential profile name (default: "default")
118
- - `--username TEXT`: Salesforce username
119
- - `--password TEXT`: Salesforce password
120
- - `--client-id TEXT`: Connected App Client ID
121
- - `--client-secret TEXT`: Connected App Client Secret
122
- - `--login-url TEXT`: Salesforce login URL
123
-
124
- #### `datacustomcode deploy`
125
- Deploy a transformation job to Data Cloud.
126
-
127
- Options:
128
- - `--profile TEXT`: Credential profile name (default: "default")
129
- - `--path TEXT`: Path to the code directory (default: ".")
130
- - `--name TEXT`: Name of the transformation job [required]
131
- - `--version TEXT`: Version of the transformation job (default: "0.0.1")
132
- - `--description TEXT`: Description of the transformation job (default: "")
133
-
134
- #### `datacustomcode init`
135
- Initialize a new development environment with a template.
136
-
137
- Argument:
138
- - `DIRECTORY`: Directory to create project in (default: ".")
139
-
140
- #### `datacustomcode scan`
141
- Scan a Python file to generate a Data Cloud configuration.
142
-
143
- Argument:
144
- - `FILENAME`: Python file to scan
145
-
146
- Options:
147
- - `--config TEXT`: Path to save the configuration file (default: same directory as FILENAME)
148
- - `--dry-run`: Preview the configuration without saving to a file
149
-
150
- #### `datacustomcode run`
151
- Run an entrypoint file locally for testing.
152
-
153
- Argument:
154
- - `ENTRYPOINT`: Path to entrypoint Python file
155
-
156
- Options:
157
- - `--config-file TEXT`: Path to configuration file
158
- - `--dependencies TEXT`: Additional dependencies (can be specified multiple times)
159
-
@@ -1,135 +0,0 @@
1
- # Data Cloud Custom Code SDK
2
-
3
- <img src="https://img.shields.io/badge/version-0.1.0-blue" alt="license">
4
-
5
- This package provides a development kit for creating custom data transformations in [Data Cloud](https://www.salesforce.com/data/). It allows you to write your own data processing logic in Python while leveraging Data Cloud's infrastructure for data access and running data transformations, mapping execution into Data Cloud data structures like [Data Model Objects](https://help.salesforce.com/s/articleView?id=data.c360_a_data_model_objects.htm&type=5) and [Data Lake Objects](https://help.salesforce.com/s/articleView?id=sf.c360_a_data_lake_objects.htm&language=en_US&type=5).
6
-
7
- More specifically, this codebase gives you ability to test code locally before pushing to Data Cloud's remote execution engine, greatly reducing how long it takes to develop.
8
-
9
- Use of this project with Salesforce is subject to the [TERMS OF USE](./TERMS_OF_USE.md)
10
-
11
- ## Installation
12
- The SDK can be downloaded directly from PyPI with `pip`:
13
- ```
14
- pip install salesforce-data-customcode
15
- ```
16
-
17
- You can verify it was properly installed via CLI:
18
- ```
19
- datacustomcode version
20
- ```
21
-
22
- ## Development Setup
23
- We offer two built-in development interfaces: `devcontainers` and Jupyter, but you can set up any tool you would like manually.
24
-
25
- To get started, use the CLI to initialize a new development environment:
26
- ```
27
- datacustomcode init [DIRECTORY TO DUMP NEW REPO]
28
- ```
29
-
30
- This will yield all necessary files to get started:
31
- ```
32
- .
33
- ├── Dockerfile
34
- ├── README.md
35
- ├── requirements.txt
36
- ├── requirements-dev.txt
37
- ├── payload
38
- │ ├── config.json
39
- │ ├── entrypoint.py
40
- ├── jupyterlab.sh
41
- └── requirements.txt
42
- ```
43
- * `Dockerfile` <span style="color:grey;font-style:italic;">(Do not update)</span> – Development container emulating the remote execution environment.
44
- * `requirements-dev.txt` <span style="color:grey;font-style:italic;">(Do not update)</span> – These are the dependencies for the development environment.
45
- * `jupyterlab.sh` <span style="color:grey;font-style:italic;">(Do not update)</span> – Helper script for setting up Jupyter.
46
- * `requirements.txt` – Here you define the requirements that you will need remotely
47
- * `payload` – This folder will be compressed and deployed to the remote execution environment.
48
- * `config.json` – This config defines permissions on the back and can be generated programmatically with `scan` CLI method.
49
- * `entrypoint.py` – The script that defines the data transformation logic.
50
-
51
- ## API
52
-
53
- You entry point script will define logic using the `Client` object which wraps data access layers.
54
-
55
- You should only need the following methods:
56
- * `read_dlo(name)` – Read from a Data Lake Object by name
57
- * `read_dmo(name)` – Read from a Data Model Object by name
58
- * `write_to_dlo(name, spark_dataframe, write_mode)` – Write to a Data Model Object by name with a Spark dataframe
59
- * `write_to_dmo(name, spark_dataframe, write_mode)` – Write to a Data Lake Object by name with a Spark dataframe
60
-
61
- For example:
62
- ```
63
- from datacustomcode import Client
64
-
65
- client = Client()
66
-
67
- sdf = client.read_dlo('my_DLO')
68
- # some transformations
69
- # ...
70
- client.write_to_dlo('output_DLO')
71
- ```
72
-
73
-
74
- > [!WARNING]
75
- > Currently we only support reading from DMOs and writing to DMOs or reading from DLOs and writing to DLOs, but they cannot mix.
76
-
77
-
78
- ## CLI
79
-
80
- The Data Cloud Custom Code SDK provides a command-line interface (CLI) with the following commands:
81
-
82
- ### Global Options
83
- - `--debug`: Enable debug-level logging
84
-
85
- ### Commands
86
-
87
- #### `datacustomcode version`
88
- Display the current version of the package.
89
-
90
- #### `datacustomcode configure`
91
- Configure credentials for connecting to Data Cloud.
92
-
93
- Options:
94
- - `--profile TEXT`: Credential profile name (default: "default")
95
- - `--username TEXT`: Salesforce username
96
- - `--password TEXT`: Salesforce password
97
- - `--client-id TEXT`: Connected App Client ID
98
- - `--client-secret TEXT`: Connected App Client Secret
99
- - `--login-url TEXT`: Salesforce login URL
100
-
101
- #### `datacustomcode deploy`
102
- Deploy a transformation job to Data Cloud.
103
-
104
- Options:
105
- - `--profile TEXT`: Credential profile name (default: "default")
106
- - `--path TEXT`: Path to the code directory (default: ".")
107
- - `--name TEXT`: Name of the transformation job [required]
108
- - `--version TEXT`: Version of the transformation job (default: "0.0.1")
109
- - `--description TEXT`: Description of the transformation job (default: "")
110
-
111
- #### `datacustomcode init`
112
- Initialize a new development environment with a template.
113
-
114
- Argument:
115
- - `DIRECTORY`: Directory to create project in (default: ".")
116
-
117
- #### `datacustomcode scan`
118
- Scan a Python file to generate a Data Cloud configuration.
119
-
120
- Argument:
121
- - `FILENAME`: Python file to scan
122
-
123
- Options:
124
- - `--config TEXT`: Path to save the configuration file (default: same directory as FILENAME)
125
- - `--dry-run`: Preview the configuration without saving to a file
126
-
127
- #### `datacustomcode run`
128
- Run an entrypoint file locally for testing.
129
-
130
- Argument:
131
- - `ENTRYPOINT`: Path to entrypoint Python file
132
-
133
- Options:
134
- - `--config-file TEXT`: Path to configuration file
135
- - `--dependencies TEXT`: Additional dependencies (can be specified multiple times)